Your operations, powered by AI

We automate the workflows that slow your team down: sales, accounting, support, operations, and documents. Automations wired into the tools you already run, delivered step by step.

What does an agent at work actually look like?

It reads, it prepares, it waits for your approval, then it executes and logs everything.

Running

What can a small business actually automate?

Follow up without thinking about it

AI wired into your CRM to qualify, follow up, enrich, and prioritize without manual work.

  • CRM copilot: prioritization, summaries, next actions
  • Automatic qualification of inbound leads
  • At-risk deal detection with automatic tasks
A record drawer from which a turquoise thread lifts three cards toward a gold flag.

Will it connect to the tools we already use?

Yes. We connect to the systems you already have, through their APIs and native connectors, without replacing anything.

Eight families of tools cover most cases. When a tool has no API, we go through its exports, its notification emails or its database.

  • CRM
  • ERP
  • Accounting
  • Helpdesk
  • Email
  • Drive
  • Calendar
  • Telephony

These are examples: we work with most tools on the market.

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How do we go about it?

In five steps, from diagnostic to rollout at scale.

  • Scoping · Nothing changes on your side yet.
  • Production · The agent runs on your tools.
  1. 01

    Exploratory diagnostic

    We observe your current processes, without changing anything.

  2. 02

    Opportunity identification

    We pick the processes that pay off most when automated.

  3. 03

    Process mapping

    We detail the process: steps, data, approval points.

  4. 04

    Proof of concept

    We put a first automation into production.

  5. 05

    Industrialization

    We extend the method to your other processes.

Who stays in control of sensitive actions?

You do. Every flow defines what the agent does on its own and what needs human approval before it reaches your systems.

Approval requiredFollow-up agent09:41

Quote 2026-0418, still unanswered

Recipient
Client, account owner in copy
Channel
Email
Attachments
Quote.pdf, Terms.pdf

Prepared message

Hello,

I am following up on the quote we sent last month. You will find it attached, along with our terms.

Let me know if anything is still open on your side.

This email goes to a client. The agent waits for your approval before sending.

Approve and sendEdit
  1. Shared inbox read
  2. Follow-up drafted
  3. Your approval
  4. Send, then log to CRM

Human approvals

You set the stopping points. On a sensitive action, the agent prepares, stops, and waits for your go-ahead before executing.

Complete audit log

Every action is recorded with its context: what triggered it, what changed, and why.

Role-based access

The agent reaches only the systems and data its role allows, with dedicated, revocable credentials.

What does it look like at a real client?

AI agents run the CRM, the follow-ups and the phone of an insurance firm.

Insurance firm · Quebec

What the agent does

  • An AI briefing on every file before each exchange
  • Quote follow-ups on days 5, 10 and 15
  • A Monday report on dormant files
  • Phone answered 24/7, with appointment booking

Three other services extend this one: AI Voice Agents, Digital transformation, and AI Email Outreach.

AI Automation: Your Questions Answered

How we deploy, integrate, ensure data quality, and secure AI inside your operations.

Ask yours

Each step ends with a decision that is yours. The diagnostic delivers a list of opportunities ranked by effort and gain. The mapping delivers a validated process, with its approval points. The proof of concept lets you decide on production. We only scale once the value is proven. On your side, we need a reachable owner, access to the target systems and someone who knows the process to settle edge cases.

Try:

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Ready to automate what slows your team down?

Book a free consultation: we map your workflows, identify quick wins, and propose a plan you can validate.

Ready to automate your operations?

A first targeted automation, built for your workflows and your tools. Then we expand, step by step.